Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Packard is an investment advisor representative registered with OfS. Keith is a registered investment advisor in Virginia and has been in the industry since 2009. Keith is affiliated with OfS, which has 2 licensed agents, 7 investment advisor representatives, and 2 registered representatives. OfS has 2279 accounts under management with total regulatory assets of 1,196,492,694. The firm has approximately 300 clients with assets under management of 1,238,175,134. Keith has a Series 65 license and is licensed to offer financial planning and portfolio management services to individuals and businesses. In addition to serving as an investment advisor representative, Keith is also a writer for Forbes magazine, and has a blog on tax issues for athletes.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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VA
01/17/2014 - Present
OFS (MCLEAN VA)
IA
Issued 01/17/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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